Position in NVTS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$3,518,735
+$2,161,780 QoQ
Shares Held
196,358
+26.9% QoQ
Ownership
0.107%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#64
of 350 holders
Holding Since
Dec 2021
9 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in NVTS Over Time
Shares Held
Position Value (USD)
Position in Semiconductors
Technology · as of Jun 30, 2026Creative Planning holds $5,983,824,451 across 51 Semiconductors names. NVTS ranks #37 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NVDA |
Nvidia Corp
|
14,693,402 | $2,940,002,805 | |
| 2 | AVGO |
Broadcom Inc.
|
1,917,351 | $724,279,339 | |
| 3 | MU |
Micron Technology Inc
|
449,717 | $519,103,835 | |
| 4 | AMD |
Advanced Micro Devices Inc
|
769,530 | $447,027,671 | |
| 5 | TSM |
Taiwan Semiconductor Manufacturing Co Ltd
|
707,850 | $338,047,924 | |
| 6 | INTC |
Intel Corp
|
1,541,526 | $215,243,274 | |
| 7 | QCOM |
Qualcomm Inc/De
|
539,733 | $99,737,261 | |
| 8 | TXN |
Texas Instruments Inc
|
305,817 | $91,154,872 |
All Filings in NVTS
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,518,735 | 196,358 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $1,356,955 | 154,727 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $945,385 | 132,407 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $868,934 | 120,351 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $828,187 | 126,441 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $141,759 | 69,151 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $284,153 | 79,595 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $121,664 | 49,659 | Shares | Sole | 2024-10-11 | |
| 2021-12-31 | $3,828,951 | 225,100 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||